Shopping

Seminar B – Dancing with the Tax Man: Defending Transfer Tax Returns with Closely Held Entities

This session will provide practical tips with some discussion on recent developments in audits and case law related to closely held entities, including family limited partnerships and LLCs. Topics to be addressed will include:

• Counseling clients during IRS examination of transfer tax returns involving closely held entities
• Protecting clients’ interests when responding to IRS requests
• Protecting and asserting privileges throughout the process

Speakers:

• John H. Draneas, Lake Oswego, OR
• Stephanie Loomis-Price, Houston, TX
• Carol Warnick, Denver, CO

ACTEC 2012 Annual Meeting
March 6 – 11, 2012
Miami Beach, FL